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Mason Stevens
Adviser Connect
A smart global administration service connecting your clients to the world
Run your entire investment back office through seamless delivery to your desktop. Efficient investment administration in one place and at the click of a button.
A distinguishing feature is the ability to report on all assets and movements within a client’s portfolio, such as Australian and international equities, Australian and international fixed income, global derivatives and commodities, foreign exchange, term deposits, managed funds and separately managed accounts.
BENEFITS TO YOUR PRACTICE
Provide the right investment solution for each client’s specific risk profile and goals, whether they have a small investment portfolio or a substantial portfolio.
Today’s informed investor demands transparency and direct ownership. Give clients access to global and institutional-like investments anywhere in the world. You can buy, sell, roll or switch direct assets in real time.
A large and often hidden cost can be inefficient execution of transactions. Save time by automating investment processes and streamline administration. Transactions are executed in real time and in-house via a strong network of global partners.
Manage and view portfolios securely online at any time. Know exactly what price a security was bought or sold and any changes investment managers make to model portfolios.
Deliver the service in a Managed Discretionary Account, Managed Investment Scheme, as well as Superannuation and Pension.
Your business receives ongoing support allowing you to benefit from investment research, insight, market data and expert investment knowledge.
